The online NAILBA Case Manager Certification Curriculum, and accompanying exams, were created in partnership with a Field Development Committee comprised of experienced case managers within NAILBA member firms, carrier liaisons, and subject matter experts. We are grateful for their hard work and involvement and are proud to recognize their efforts below.
FIELD DEVELOPMENT COMMITTEE
| Abby Milner Mann – Vice President, New Business | The Milner Group |
| Leah Mahoney, FLMI, PCS – Director of Operations | Diversified Brokerage Services, Inc. |
| Carolyn Sampson – Sr. Vice President of New Business | The National Benefit Corp |
| Kany MacLellan – AVP, Underwriting and New Business | Brokers’ Service Marketing Group |
| Haley Chaires – Life Relationship Manager | Ash Brokerage |
| Helena Roberts – Vice President Life Solutions, Underwriting, and New Business |
Lincoln Financial Group |
| Heather Dowd – Sr. Training Consultant Life Solutions, Underwriting & New Business |
Lincoln Financial Group |
| Amanda Singer, FLMI, ACS – Vice President | Crump Life Insurance Services |
| Tiffany Markarian – Managing Director and Founder | Advantus Marketing, LLC |
| Peri Lane – Owner | Apis Productions |
CONTRIBUTING SUBJECT MATTER EXPERTS
| Andrea Caruso – Executive Vice President and Chief Operating Officer | MIB Group, Inc. |
| Melinda Meyer – President | Aspen Strategies, LLC |
| Joangel Concepcion – Director, Memebership and Digital Engagement | NAILBA |
| Jane Riley – Chief Compliance Officer | The Leaders Group, Inc. |
| Alaina Winson – Support and Services Manager / Operations Project Manager | Diversified Brokerage Services, Inc. |
| Dawn Goss – Licensing and New Account Specialist | Diversified Brokerage Services, Inc. |
| Lori-Anne Walker – Chief Underwriter | Diversified Brokerage Services, Inc. |
| Jann Varner, FLMI – Case Design Team Manager | Diversified Brokerage Services, Inc. |
| Brandon Johnsen – Senior Case Design Analyst | Diversified Brokerage Services, Inc. |
| Shannon Daly – Product Analyst, Individual Life | Lincoln Financial Group |